05 · Investment Process & Deal Execution
Financial diligence
Platform + expertfrom $850/moExpert ~2–6 hrs/mo
Bottom line
Financial diligence models and quality-of-earnings style flags built in Atlas from company materials.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Financial diligence model in Atlas.
- ·QoE-style flag memo.
- ·IC appendix charts.
By hand today
Broken Excel models per deal.
On Atlas
Import → model → expert review.
Deliverables
- Diligence model
- Flag memo
- IC appendix
Service levels
- Model draft ≤5 business days from complete financial package.
Exclusions
- — PCAOB audit
- — Formal QoE from accounting firm
Platform surfaces
CFO AdvisorImport & AnalyzeOwnership DecayScenario Lab
High willingness to pay per deal.